The other notations on a matter

After the engagement is on file, the matter accumulates the work itself. Those later notations are not unique. A litigation matter may carry many letters and filings. An estate matter may carry a will, a trust, and directives. A review matter may carry a memo.

The vocabulary is one closed enum, Kind, in rules/src/kind.rs. A template declares kind: in its frontmatter. Generated PDFs and lawyer uploads reuse the same strings on the asset lane. The notation kinds you add after onboarding:

• letter — a letter the firm sends on the client's behalf (demand, notice, settlement)
• filing — a document filed with a government body
• will, trust, directive — estate instruments
• agreement — a private agreement with a third party
• pleading — court paper filed with a court (complaint, motion, brief)
• memo — an analytical work product, not an executed instrument

Filed uploads that are not templates use transcript, inbound_contract, certificate_of_naturalization, or unclassified. Content pages (post, workshop, event) and matter dashboards are not notations on the Project.